Position Title: Management Trainee/ Associate

Business Function: Account Operations (Work from office and US Shift)

Department: Retirement and Non-Retirement Account Operations, including Money Movement and Account Maintenance activities.

Role & responsibilities

- Ensure all assigned process tasks are completed accurately and within defined timelines.
- Respond to operational queries and provide timely support to internal and external stakeholders.
- Identify and escalate critical issues to Leads/Managers to ensure seamless process execution.
- Contribute process improvement and Lean ideas to enhance efficiency, quality and client experience.
- Support the creation, review and maintenance of process documentation, SOPs, and procedural updates.
- Maintain data integrity and ensure strict adherence to process controls, KPIs, and compliance requirements.
- Take ownership of assigned work, coordinate activities, and delegate tasks when required to meet business objectives.
- Collaborate across teams and functions to identify root causes of errors, implement corrective actions and drive continuous improvement initiatives.
- Monitor work queues and ensure adherence to service levels, productivity targets, and quality standards.
- Demonstrate accountability, professionalism and a customer-focused approach in all operational activities.





Qualifications:

- Commerce Graduate/ Postgraduate (BBA / B.com) or Equivalent

Preferred candidate profile

- 0 to 2 years of related experience, preferably in investment banking operation, Treasury operations, Account opening and maintenance.
- Experience in Financial Services with exposure to Money Movement and Account Maintenance processes.
- Strong analytical, problem-solving and communication skills.
- Ability to work effectively in deadline-driven environment.

Preferred Qualifications (Good to Have)

- Knowledge of Financial Markets and Investment products.
- Proficiency in Microsoft Office applications - Including Word, Excel, and PowerPoint.

Perks and benefits 1. Chance to join a truly growth-embracing culture, which will commit to helping you grow personally and professionally. 2. An prospect to work as part of a dynamic, ambitious and international team in an informal and pleasant working environment.

We are looking for immediate joiners.

Interested can share their profile at [email protected]. along with below details.

Current CTC

Expected CTC

Notice period

Current locations

Ok with one way cab

Ok with night shift

Available for Face 2 Face interview

Regards,

Wamiq

📌 Associate (Gurugram)
🏢 Incedo
📍 Gurugram